2 investment chiefs who helped swell $65 million in firmwide assets to $940 million describe their Warren Buffett-inspired approach to investing — and explain why traditional market metrics are 'irrelevant'
Business Insider -

Sean Stannard-Stockton — president and chief investment officer at Ensemble Capital — and Todd Wenning — senior investment analyst at the firm — utilize Warren Buffett's stock-picking methodology to fill their portfolio with 15 to 30 high-conviction businesses.

The investment duo make it a point to focus on idiosyncratic businesses, high returns on invested capital, sustainable competitive advantages, and "capital light compounders."

It's an approach they say renders traditional market multiples...

Read this story at

Loading...

Related Articles